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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $475 |
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $183 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,716 | $58,879-52.9% | $178,490-84.5% | $73,488-62.3% |
| Participation rate | 45.9% | 66.2%-20.4pp | 81.9%-36.1pp | 70.7%-24.8pp |
| Annual return | 5.20% | 24.86%-19.7pp | 151.07%-145.9pp | 28.51%-23.3pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,032 | $2,567-59.8% | $5,202-80.2% | $3,740-72.4% |
| Admin fee / account holder | $5 | $400-98.9% | $13,984-100.0% | $513-99.1% |